Adding Connections (Roles) to Safety Users
- Matthew Garrett
Onsite Safety for Portal Administrators
When the user has registered on the Safety Platform, you will need to accept their connection requests. To do this log onto the platform and change your perspective to Company \ Onsite Safety - Licensee.
Then go to the Contacts > Connection Request screen. This will show you all of the current connection requests that you have. You can type in a name to filter to a specific person.
There should be 2 connection requests for each person;
Connecting them to the Platform.
Connecting them to Safety.
Click on the Accept button to complete the connection request.
You now need to assign the relevant roles to the Safety user. You do this on the Platform web app. Log in and change your perspective to
Company \ Onsite Safety - Licensee
Go into the Contacts screen and find the contact.
When you click on the contact, you will then see their profile. Go down to the Connections section. You will see there are two connections there already.
You should have received an email notifying you of the staff members registration. You can accept the staff role for them by clicking on the link in that email or by clicking the accept option here.
Click on Add Connection and locate the site roles that apply to the user.
Click on the role you require
You can add multiple connections as needed.
The connections are automatically added when you click on Connect.
